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MFG
Monumental Financial Group Portfolio holdings
AUM
$270M
1-Year Est. Return
25.15%
This Fund
S&P 500
This Quarter
Est. Return
+5.53%
1 Year Est. Return
+25.15%
3 Year Est. Return
+18.18%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
+$15.8M
(+13%)
Cap. Flow
+$9.32M
Cap. Flow
% of AUM
6.67%
Top 10 Holdings %
Top 10 Hldgs %
60.53%
Holding
79
New
30
Increased
44
Reduced
5
Closed
–
Top Buys
| 1 |
Fidelity MSCI Health Care Index ETF
FHLC
|
+$672K |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
+$664K |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$663K |
| 4 |
Fidelity MSCI Utilities Index ETF
FUTY
|
+$629K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$526K |
Top Sells
| 1 |
L3Harris
LHX
|
+$131K |
| 2 |
Schwab International Equity ETF
SCHF
|
+$106K |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$11.6K |
| 4 |
Waste Management
WM
|
+$10.6K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$7.53K |
Sector Composition
| 1 | Consumer Staples | 5.64% |
| 2 | Technology | 5.53% |
| 3 | Healthcare | 5.11% |
| 4 | Financials | 2.62% |
| 5 | Consumer Discretionary | 2.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Merck
MRK
$298B
| $1.2M | 0.86% |
11,260
+391
| +4% | +$42.2K |
|
27
Intuit
INTU
$77.3B
| $1.17M | 0.84% |
2,623
+164
| +7% | +$67.3K |
|
28
Eli Lilly
LLY
$1.03T
| $1.17M | 0.84% |
3,403
+182
| +6% | +$61.4K |
|
29
Zoetis
ZTS
$31.1B
| $1.16M | 0.83% |
6,964
+348
| +5% | +$57K |
|
30
Estee Lauder
EL
$29.3B
| $1.15M | 0.82% |
4,668
+210
| +5% | +$53.4K |
|
31
Walmart Inc
WMT
$905B
| $1.15M | 0.82% |
23,289
+1,200
| +5% | +$57K |
|
32
CME Group
CME
$88B
| $1.14M | 0.82% |
5,968
+350
| +6% | +$63.3K |
|
33
Thermo Fisher Scientific
TMO
$198B
| $1.14M | 0.82% |
1,983
+165
| +9% | +$93K |
|
34
Veeva Systems
VEEV
$31.4B
| $1.14M | 0.82% |
6,221
+562
| +10% | +$95.9K |
|
35
PepsiCo
PEP
$185B
| $1.13M | 0.81% |
6,197
+332
| +6% | +$58K |
|
36
S&P Global
SPGI
$130B
| $1.13M | 0.81% |
3,264
+265
| +9% | +$93.3K |
|
37
Canadian Pacific Kansas City
CP
$81.1B
| $1.12M | 0.8% |
14,526
+1,158
| +9% | +$89.4K |
|
38
Diageo
DEO
$45B
| $1.11M | 0.79% |
6,109
+542
| +10% | +$95.7K |
|
39
Costco
COST
$409B
| $1.09M | 0.78% |
2,191
+138
| +7% | +$67.7K |
|
40
Lowe's Companies
LOW
$116B
| $1.08M | 0.77% |
5,393
+462
| +9% | +$93.9K |
|
41
Domino's
DPZ
$10.3B
| $1.05M | 0.75% |
3,180
+303
| +11% | +$101K |
|
42
Cheniere Energy
LNG
$55.5B
| $1.04M | 0.74% |
6,591
+722
| +12% | +$109K |
|
43
Brown-Forman Class B
BF.B
$11.5B
| $1.02M | 0.73% |
15,907
+1,148
| +8% | +$74.6K |
|
44
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| $667K | 0.48% |
9,168
+2,285
| +33% | +$164K |
|
45
Schwab US Dividend Equity ETF
SCHD
$97.9B
| $643K | 0.46% |
26,376
+2,316
| +10% | +$57.9K |
|
|
46
iShares ESG Optimized MSCI USA ETF
SUSA
$4.07B
| $503K | 0.36% |
5,730
-135
| -2% | -$11.6K |
|
|
47
Waste Management
WM
$94.1B
| $381K | 0.27% |
2,334
-69
| -3% | -$10.6K |
|
|
SLY
48
DELISTED
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML)
SLY
| $305K | 0.22% |
+3,630
| New | +$315K |
|
|
49
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
| $270K | 0.19% |
3,368
-95
| -3% | -$7.53K |
|
50
Vanguard Growth ETF
VUG
$225B
| $203K | 0.15% |
+4,878
| New | +$190K |
|
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